Supported Salesforce Editions

Docomotion App can be installed on the following Salesforce editions: Enterprise, Unlimited, Force.com, Developer, and Performance edition.

To install the Docomotion Package:

  1. Install Docomotion into your Salesforce organization by visiting Docomotion App on the AppExchange.
  2. On the top-left corner, click “Get it Now”.
  3. After completing Salesforce’s login process, choose where you would like to install Docomotion for Salesforce (Production or Sandbox). You can select to log in with your Salesforce credentials or continue as a guest.
  4. Enter all the required information, agree to the terms and conditions, and click Confirm and Install.
  5. Choose one of the installation options:
    • Install for Admins Only.
    • Install for All Users (recommended).
    • Install for Specific Profiles.
  6. Click Install.
  7. Approve Third Part Access and click Continue. See Trusted Sites.
  8. When you are notified that the Installation is completed, click Done.
  9. Check that the Docomotion package has been installed: In Salesforce, click Setup to open the Salesforce Setup sidebar. Click Platform Tools>Apps>Packaging>Installed Packages in the sidebar.
  • Note: It might take a few minutes to complete the installation. You will receive a confirmation email from Salesforce.